1834 Investment Advisors Co.
Milwaukee, WI·SEC-registered · CRD #105435
1834 Investment Advisors Co. is an SEC-registered investment advisory firm in Milwaukee, WI managing $2.2B across 966 client accounts, with 30 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.2B
Client accounts
966
Advisory staff
30
Fee model
Fee-based
How 1834 Investment Advisors Co. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about 1834 Investment Advisors Co.
How much does 1834 Investment Advisors Co. manage?
Per its most recent SEC Form ADV filing (04/22/2026), 1834 Investment Advisors Co. reports $2.2B in regulatory assets under management across roughly 966 client accounts.
How does 1834 Investment Advisors Co. charge?
1834 Investment Advisors Co. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is 1834 Investment Advisors Co. a fiduciary?
Yes. 1834 Investment Advisors Co. is registered with the U.S. Securities and Exchange Commission (CRD #105435), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is 1834 Investment Advisors Co. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks 1834 Investment Advisors Co. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Milwaukee, WI
Profile compiled from 1834 Investment Advisors Co.'s public SEC Form ADV filing (CRD #105435, filed 04/22/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of 1834 Investment Advisors Co.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with 1834 Investment Advisors Co.? Claim this profile.